Nine Phases
Nine Phases Continued
Key Principles of CM
Definitions
Models
100

The phase that focuses on the reviewing of key information related to an individual’s health situation to identify the need for health and human services (case management services)

What is Screening?

100

The phase that calls for measuring the results of implementing the client’s case management plan of care

What is evaluating?

100

With increasing demands for services and tight budgets, working together leads to the “biggest bang for the buck.”

What is avoiding duplication of services?

100

Family, Friends, Caregivers, and Elders

What are informal supports?

100

This model is widely used by clinicians who offer counseling and consultancy services to a client.

What is Clinical Case Management Model?

200

The phase that involves the classification of your client into one of three risk categories – low, moderate, and high – to determine the appropriate level of intervention based on your client’s situation and interests.

What is Stratifying Risks?

200

The phase that involves the collection of information about a client's situation like those reviewed during the initial stages, however to greater depth

What is Assessing?

200

Services must meet the specific individual needs of the client

What is Individualization of Services?

200

the key people in a service network agree with each other about the client’s care and are going in the same direction.

What is coordination?

200

This model are usually for services that are primarily office-based with coordination of services by companies and/or other professionals

What is the Brokerage Model of Case Management?

300

The phase that establishes specific objectives, care goals (short- and long-term), and actions (treatments and services) necessary to meet a client's needs as identified during the Screening and Assessing phases.

What is Planning?

300

The phase that focuses on moving a client across the health and human services continuum or levels of care depending on the client’s health condition and the needed services/resources.

What is Transitioning? 

300

Use the “whole person” model – mental, physical, emotional, spiritual

What is comprehensiveness of services?

300

refers to the services being managed, not to managing the client.

What is management in case management?

300

This model creates awareness of client’s needs this increases level of understanding and improves the capacity to identify required services and link the client(s) with formal resources in the form of community service providers.

What is Clinical Case Management Model?

400

The phase that centers on the execution of the specific case management activities and interventions that are necessary for accomplishing the goals set forth in your client’s case management plan of care.

What is implementing?

400

The phase that focuses on the review, evaluation, monitoring, and reassessment of a client’s health condition, needs, ability for self-care, knowledge of condition and treatment regimen, and outcomes of the implemented treatments and interventions

What is Following-Up?

400

Clients make their own decisions – services should be planned so that clients can stay or become self-sufficient

What is fostering autonomy?

400

The fostering of autonomy for a client

What is Self-Determination?

400

This case management model identifies that the decisive objective of a case manager goes beyond just accessing services, while caseworkers focus on empowering clients and their families.

What is Strengths-Based Case Management Model?

500

The phase that involves communicating with a client/support system for the purpose of checking on how things are going post transition from an episode of care.

What is communicating post transition?
500

The phase that allows you as the case manager organize, secure, integrate, and modify (as needed) the health and human services and resources necessary to meet your client's needs and interests.

What is implementation? 

500

Services may need to be provided for the long term and are available for the needs of clients in any stage of their life because their problems are complex

What is continuity of care?

500

Addiction workers, Spiritual leaders, Child and Youth Care Workers, Health professionals, Police officers, Victim services, Probation officers, Counselors/Therapists, and Teachers

What are formal supports?

500

Comprises management of the mental health problem and the rehabilitation and social support requirements of an affected individual over an unspecified period of time.

What is Intensive Case Management Model?

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